401(k) · DOL Form 5500 · 2024
Consumer Directed Choices, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 2,603
- Participants Above avg headcount
- 43rd
- Percentile by assets National rank
- $2,054
- Avg per participant Low balance/head
Official DOL plan name: Consumer Directed Choices, Inc. 401(k) Plan · Sponsored by Consumer Directed Choices, Inc. · New York · Healthcare & Social Assistance
$5M in assets, 2,603 participants
Consumer Directed Choices, Inc.'s Consumer Directed Choices, Inc. 401(k) Plan reported $5M in total assets and 2,603 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #7,865 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Consumer Directed Choices, Inc. 401(k) Plan covers 2,603 participants in New York, 3.3x the typical New York plan (state average ~798 per filing). Assets: $5M.
- #7,865
- in Healthcare & Social Assistance (16,916 peers)
- +18.0%
- assets growth YoY
Consumer Directed Choices, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Consumer Directed Choices, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,347,798 43rd percentile higher than 43% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Consumer Directed Choices, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consumer Directed Choices, Inc. 401(k) Plan lands in the large band (2,603 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Consumer Directed Choices, Inc. 401(k) Plan reported net income rose from $612K in the plan year 2023 filing to $824K in the plan year 2024 filing.
- Consumer Directed Choices, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Consumer Directed Choices, Inc. 401(k) Plan reported participants rose from 2,216 in the plan year 2023 filing to 2,603 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 161516618 · Consumer Directed Choices, Inc. PY 2024 · 401(k)
Consumer Directed Choices, Inc. 401(k) Plan · $5M · 2,603 · 43rd
- PHOTO $5M
- IND 2,603
- EOY 43rd
- 5500 401(k)
- ASSETS near Beverly Knits Inc. 401(k) Profit Sharing Plan
- PCT ind #7865
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New York →
Consumer Directed Choices, Inc. 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $824K |
| Employer EIN | 161516618 |
| Plan Effective Date | 2009-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Consumer Directed Choices, Inc.)
Sponsor-wide plan assets over time
All Consumer Directed Choices, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 36.706666209938035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,732 | $4M |
| 2023 | 1 | 2,216 | $5M |
| 2024 | 1 | 2,603 | $5M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Consumer Directed Choices, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Beverly Knits Inc. 401(k) Profit Sharing Plan in NC ($5M); by covered participants it is The Aes Corporation Retirement Savings Plan in VA (2,604 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,603 participants); asset peers above are excluded.
- The Aes Corporation Retirement Savings Plan (VA) 2,604 · 1 off
- Achieve 401(k) Plan (CA) 2,602 · 1 off
- Mayville Engineering Company, Inc. 401(k) Plan (WI) 2,605 · 2 off
- 401(k) Tech Collective Plan (WA) 2,601 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.